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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,058 |
WILLIAM VAUGHAN COMPANY1 year Filed as: WILLIAM VAUGHAN CO Service code 10 145 CHESTERFIELD LANE · MAUMEE, OH 43537 | Accounting | $10,325 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,643 | $55,449+58.1% | $83,850+4.5% | $56,287+55.7% |
| Participation rate | 70.1% | 68.0%+2.0pp | 76.1%-6.1pp | 69.9%+0.2pp |
| Annual return | -6.38% | -1.38%-5.0pp | 850.92%-857.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,141 | $2,430-53.1% | $3,631-68.6% | $2,111-46.0% |
| Participant deferral / active EE | $3,313 | $2,935+12.9% | $4,082-18.8% | $3,350-1.1% |
| Admin fee / account holder | $190 | $656-71.1% | $5,478-96.5% | $521-63.6% |